PBLIX Mutual Fund

NAV$16.82

TER0.15%

Holdings17

PBLIX Mutual Fund

NAV$16.82

PIMCO RealPath Blend 2065 Fund Class Institutional

TER0.15%

Holdings17

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Holdings Overlap Analysis

Compare PBLIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PBLIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PBLIX Mutual Fund Overlap Analysis

PBLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PBLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, PBLIX may share significant positions with broad-market funds.

PBLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PBLIX tax-loss harvesting finds highly correlated but non-identical funds.